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CIK: 0001914644
Total reported value
$484.7M
$484.7M
225 檔
24.9%
In Q2 2026, Bill Few Associates, Inc.'s U.S. equity holdings reached a combined market value of $484.7M, distributed across 225 disclosed stock positions.
In Q2 2026, Bill Few Associates, Inc. displayed an active expansion posture, initiating 18 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMTG | Mortgage-backed Securities | ETF-Other | 9.23% | -0.55% | +10.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.23% | +0.69% | -1.84% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.98% | +0.45% | +1.65% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | +1.03% | +0.45% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.99% | -0.30% | -0.86% | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 2.93% | -1.35% | -2.53% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.08% | -1.80% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.07% | -0.13% | -9.36% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.94% | -0.33% | -0.57% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | +0.02% | +30.40% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 1.63% | +0.34% | +2.43% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.59% | -0.20% | +1.20% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.54% | -0.10% | +2.70% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.49% | -0.22% | -1.36% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.44% | -1.44% | EXIT | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.38% | -0.15% | +0.56% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.19% | -0.20% | +6.35% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | -0.24% | +1.39% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.16% | -0.18% | -0.46% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.13% | +0.09% | +2.53% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.18% | +0.30% | |
| 22 | CGGO | Cap Group Global Growth | ETF-Other | 1.12% | -0.01% | +8.23% | |
| 23 | D | Dominion Energy Inc | Stock-Utilities | 1.10% | -0.14% | +1.61% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | -0.04% | +1.07% | |
| 25 | COR | Cencora Inc | Stock-Healthcare | 1.05% | +0.05% | -2.24% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.05% | +0.19% | -0.15% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.92% | -0.09% | -0.72% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | -0.03% | -2.03% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | -0.03% | -2.28% | |
| 30 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.87% | -0.08% | -1.37% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.86% | +0.07% | -0.27% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.07% | +1.30% | |
| 33 | USB | US Bancorp | Stock-Financials | 0.76% | -0.02% | +3.51% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | -0.03% | +49.84% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.74% | -0.05% | +2.97% | |
| 36 | AMT | American Tower CORP | Stock-Real Estate | 0.74% | +0.02% | +1.28% | |
| 37 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.74% | +0.02% | +2.50% | |
| 38 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.72% | -0.06% | +1.69% | |
| 39 | CGGR | Cap Group Growth Equity | ETF-Other | 0.70% | -0.01% | +0.97% | |
| 40 | CGIE | Cap Group Intl Equity | ETF-Other | 0.69% | +0.02% | +4.31% | |
| 41 | UGI | Ugi CORP | Stock-Utilities | 0.67% | -0.01% | -1.44% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.67% | -0.09% | -7.09% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | +0.09% | +2.02% | |
| 44 | CGXU | Cap Group Intl Focus | ETF-Other | 0.63% | -0.01% | +1.00% | |
| 45 | JDVI | Jh Disc. Value Int Select | ETF-Other | 0.63% | +0.01% | +93.90% | |
| 46 | IDEQ | Lazard Intl Dynamic Eqy ETF | ETF-Other | 0.55% | +0.06% | +11.89% | |
| 47 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.55% | -0.01% | +1.47% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | +0.09% | +0.10% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.52% | -0.06% | -1.16% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.24% | +48.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.3% | -2.53% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | +30.40% | Add |
| 3 | CSCO | Cisco Systems Inc | +0.4% | +1.20% | Add |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.4% | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +49.84% | Add |
| 6 | INTC | Intel CORP | +0.3% | +10.34% | Add |
| 7 | JDVI | Jh Disc. Value Int Select | +0.3% | +93.90% | Add |
| 8 | SYK | Stryker CORP | +0.3% | +183.57% | Add |
| 9 | ROK | Rockwell Automation Inc | +0.3% | -1.36% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.86% | Trim |
| 11 | CGGO | Cap Group Global Growth | +0.2% | +8.23% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +48.07% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +1.65% | Add |
| 14 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +42.26% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +6.35% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 17 | LRCX | Lam Research CORP | +0.1% | -8.74% | Trim |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +19.22% | Add |
| 19 | CGDV | Cap Group Dividend Value | +0.1% | +2.43% | Add |
| 20 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | New buy |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 22 | KLAC | Kla CORP | +0.1% | +900.40% | Add |
| 23 | CSRE | C&s Real Estate Active ETF | +0.1% | NEW | New buy |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +2.70% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.03% | Trim |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +2.97% | Add |
| 27 | CGUS | Cap Group Core Equity | +0.1% | +14.66% | Add |
| 28 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 29 | CB | Chubb Limited | +0.1% | +112.01% | Add |
| 30 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 31 | IDEQ | Lazard Intl Dynamic Eqy ETF | +0.1% | +11.89% | Add |
| 32 | BSMZ | Inves Bltshrs 2035 Mb ETF | +0.1% | NEW | New buy |
| 33 | GLW | Corning Inc | +0.1% | -7.91% | Trim |
| 34 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 35 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 36 | EEM | Ishares Msci Emerging Market | +0.1% | NEW | New buy |
| 37 | SLV | Ishares Silver Trust | +0.1% | NEW | New buy |
| 38 | MU | Micron Technology Inc | +0.1% | -39.53% | Trim |
| 39 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 40 | AEP | American Electric Power | +0.1% | NEW | New buy |
| 41 | USB | US Bancorp | 0% | +3.51% | Add |
| 42 | CGGR | Cap Group Growth Equity | 0% | +0.97% | Add |
| 43 | SMMD | Ishares Russell 2500 ETF | 0% | +39.18% | Add |
| 44 | Q | Qnity Electronics Inc | 0% | NEW | New buy |
| 45 | DLN | Wisdomtree US Largecap Divid | 0% | NEW | New buy |
| 46 | VSDM | Vanguard Short Tax-ex Bond | 0% | NEW | New buy |
| 47 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 48 | STT | State Street CORP | 0% | NEW | New buy |
| 49 | AVGO | Broadcom Inc | 0% | NEW | New buy |
| 50 | ETN | Eaton Corporation plc | 0% | -2.28% | Trim |
According to official SEC Form 13F filings, Bill Few Associates, Inc. reported a total U.S. public equity portfolio value of $484.7M across 225 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JMTG, AAPL, NVDA) accounted for 24.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
ITOT
市值: $2.0M
Top Position Liquidated / Trimmed
HON
前期市值: $4.0M
During Q2 2026, Bill Few Associates, Inc.'s top holdings by market value included JMTG (9.2%)、AAPL (6.2%)、NVDA (4.0%). The largest single position, JMTG, represented 9.2% of total portfolio value.
In Q2 2026, Bill Few Associates, Inc. made 185 total portfolio adjustments, initiating 18 new buys, adding to 100 positions, trimming 63 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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